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CHA

China Telecom

$48.98

-0.11 (-0.22%)

, TMICY

Trend Micro

$0.00

(0.00%)

04:55
09/14/18
09/14
04:55
09/14/18
04:55

CLSA to hold a forum

Investors' Forum 2018 will be held in Hong Kong on September 10-14.

CHA

China Telecom

$48.98

-0.11 (-0.22%)

TMICY

Trend Micro

$0.00

(0.00%)

UMC

UMC

$2.50

0.05 (2.04%)

ZLAB

Zai Lab

$17.86

-0.23 (-1.27%)

LVS

Las Vegas Sands

$61.24

-0.02 (-0.03%)

WB

Weibo

$73.38

4.03 (5.81%)

NTES

NetEase

$201.95

10.51 (5.49%)

BACHY

Bank of China

$0.00

(0.00%)

BABA

Alibaba

$165.51

4.02 (2.49%)

MUFG

Mitsubishi UFJ

$6.05

0.055 (0.92%)

SSNLF

Samsung

$0.00

(0.00%)

SKM

SK Telecom

$27.22

0.415 (1.55%)

YY

YY

$74.10

2.67 (3.74%)

ZTCOY

ZTE Corp.

$0.00

(0.00%)

  • 14

    Sep

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    Sep

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    Oct

  • 28

    Oct

CHA China Telecom
$48.98

-0.11 (-0.22%)

03/28/18
03/28/18
UPGRADE

Outperform
China Telecom upgraded to Outperform at CLSA
As previously reported, CLSA analyst Elinor Leung upgraded China Telecom from Outperform from Underperform after the company's results beat on cost control with improving margin. Nonetheless, the analyst is lowering her earnings estimates slightly, as well as her price target on the stock to HK$3.90 from HK$4.
03/29/18
JEFF
03/29/18
UPGRADE
JEFF
Buy
China Telecom upgraded to Buy from Hold at Jefferies
Jefferies analyst Edison Lee upgraded China Telecom to Buy and raised his price target for the shares to HK$4.06 from HK$3.65. The analyst views the company's revenue growth as strong and believes the recent pullback in the shares provides a buying opportunity.
03/28/18
LYON
03/28/18
UPGRADE
LYON
Outperform
China Telecom upgraded to Outperform from Underperform at CLSA
06/07/18
MZHO
06/07/18
DOWNGRADE
MZHO
Neutral
China Telecom downgraded to Neutral from Buy at Mizuho
Mizuho analyst Marvin Lo downgraded Marvin Lo to Neutral and lowered his price target for the shares to HK$3.53 from HK$4.60. The analyst sees challenges to the company's execution.
TMICY Trend Micro
$0.00

(0.00%)

UMC UMC
$2.50

0.05 (2.04%)

07/05/18
GSCO
07/05/18
NO CHANGE
GSCO
Micron-UMC lawsuit in China potentially material negative, says Goldman Sachs
Goldman Sachs analyst Mark Delaney notes that UMC (UMC) issued a press release announcing that the Fuzhou Intermediate People's Court of the People's Republic of China issued a preliminary injunction against Micron (MU) enjoining Micron from offering to sell and selling 26 DRAM and NAND related items including certain SSDs and memory sticks in China. But shortly after the UMC press release, Micron said it had not received any preliminary injunction, and it would not comment further until reviewing the court documents. The analyst believes the impact of the lawsuit on Micron's fundamentals is difficult to evaluate but the company's filings suggest to him that this latest news could potentially be a material negative to Micron.
07/09/18
FBCO
07/09/18
NO CHANGE
Target $90
FBCO
Outperform
Micron ruling suggests China self-constraint, says Credit Suisse
Credit Suisse analyst John Pitzer notes Micron (MU) confirmed that the Fuzhou Intermediate People's Court of Fujian Province, China notified two Chinese subsidiaries of Micron that it has granted a preliminary injunction against those entities in patent infringement cases filled by UMC (UMC) and Jinhua. While an unfavorable near-term event, the analyst notes that he considered this as a real potential given a history of and speedy somewhat biased rulings. Additionally, Pitzer says it removes headlines risk that has weighed on the stock, and continues to believe that the UMC/Jinhua claims are without merit. Further, the almost "meaningless" slap on the wrist by the China courts suggest that current U.S./China trade disputes are constraining the China Courts for fear of escalation, he contends. Pitzer reiterates an Outperform rating and $90 price target on Micron's shares.
07/09/18
MZHO
07/09/18
UPGRADE
MZHO
Neutral
UMC upgraded to Neutral from Underperform at Mizuho
Mizuho analyst Dale Gai upgraded UMC to Neutral and raised his price target for the shares to NT$18 from NT$13.
07/05/18
STFL
07/05/18
NO CHANGE
Target $108
STFL
Buy
China's goal not to eliminate Micron as DRAM supplier, says Stifel
After UMC (UMC) said on Tuesday that a Chinese court issued a preliminary injunction against 26 Micron (MU) devices, Stifel analyst Kevin Cassidy said the injunction may be a "paper tiger" as he does not believe China's goal is to eliminate Micron as a DRAM supplier. He thinks that this is instead part of a strategy, which could take many years, to push Micron toward partnering with China semiconductor foundries. Cassidy said he understands the reaction to sell shares on this announcement, but he believes it may prove to be a buying opportunity and maintains a Buy rating and $108 price target on Micron shares.
ZLAB Zai Lab
$17.86

-0.23 (-1.27%)

10/16/17
SBSH
10/16/17
INITIATION
Target $41
SBSH
Buy
Zai Lab initiated with a Buy at Citi
Citi analyst Yigal Nochomovitz started Zai Lab with a Buy rating and $41 price target. The company's in-licensing strategy is "poised to create significant value," Nochomovitz tells investors in a research note.
02/14/18
JPMS
02/14/18
UPGRADE
Target $35
JPMS
Overweight
Zai Lab upgraded to Overweight from Neutral at JPMorgan
JPMorgan analyst Anupam Rama upgraded Zai Lab to Overweight and raised his price target for the shares to $35 from $32. The analyst continues to view the company as an attractive healthcare emerging markets story in China, and now believes shares represent an attractive long-term entry point. The analyst adds that the FPA144 deal is an "underappreciated oncology tuck-in, with a meaningful target market opportunity."
06/21/18
LEER
06/21/18
INITIATION
Target $43
LEER
Outperform
Zai Lab assumed with an Outperform at Leerink
Leerink analyst Jonathan Chang assumed coverage of Zai Lab with an Outperform rating and $43 price target as he believes it is well-positioned to execute.
10/16/17
10/16/17
INITIATION

On The Fly: Top five analyst initiations
Catch up on today's top five analyst initiations with this list compiled by The Fly: 1. Netflix (NFLX) initiated with a Hold at Aegis. 2. Best Inc. (BSTI) was initiated with a Buy at Deutsche Bank, Stifel, and Goldman Sachs, an Outperform at Credit Suisse, as well as an Overweight at KeyBanc. 3. Oasis Midstream Partners (OMP) was initiated with an Overweight at Morgan Stanley and JPMorgan, an Outperform at RBC Capital, a Buy at Citi and Goldman Sachs, as well as a Market Perform at Wells Fargo. 4. Zai Lab (ZLAB) was initiated with a Buy at Citi and a Neutral at JPMorgan. 5. Despegar.com (DESP) was initiated with a Neutral at UBS, an Overweight at KeyBanc, an Equal Weight at Morgan Stanley, and a Neutral at UBS. This list is just a portion of The Fly's analyst coverage. To see The Fly's full Street Research coverage, click here.
LVS Las Vegas Sands
$61.24

-0.02 (-0.03%)

08/06/18
MSCO
08/06/18
NO CHANGE
MSCO
Boeing, Tesla, Nvidia make Morgan Stanley 'key man risk' list
Morgan Stanley equity strategist Mark Savino noted that about 12% of CEO jobs among S&P 500 companies turned over in 2017, noting that this was the highest level of CEO departures since before the financial crisis. The 59 stocks of S&P 500 companies that had CEOs depart in 2017 underperformed the market by 11% over the next 12 months, or since the departure for instances that were less than 12 months ago, noted Savino. In cooperation with the firm's U.S. analysts, Savino and his team identified the companies in each sector they believe face the greatest level of "key man risk," which includes: Boeing (BA), Tesla (TSLA), ADT Inc. (ADT), Moody's (MCO), TransUnion (TRU), Arista Networks (ANET), Church & Dwight (CHD), Coca-Cola (KO), Monster Beverage (MNST), Coupa Software (COUP), Salesforce (CRM), FireEye (FEYE), MongoDB (MDB), Microsoft (MSFT), New Relic (NEWR), XPO Logistics (XPO), Hilton (HLT), Las Vegas Sands (LVS), Best Buy (BBY), Ulta (ULTA), Aflac (AFL), Athene Holding (ATH), Lincoln National (LNC), Arthur J. Gallagher (AJG), Chubb (CB), Amazon.com (AMZN), Activision Blizzard (ATVI), Facebook (FB), Alphabet (GOOGL), Apple (AAPL), Terex (TEX), Cleveland-Cliffs (CLF), Freeport McMoRan (FCX), FleetCor (FLT), Global Payments (GPN), Square (SQ), Jazz Pharmaceuticals (JAZZ), Cheesecake Factory (CAKE), Broadcom (AVGO), Nvidia (NVDA), Chegg (CHGG), DXC Technology (DXC), Medidata (MDSO), Pluralsight (PS), RealPage (RP), Shopify (SHOP) and T-Mobile (TMUS).
08/14/18
08/14/18
NO CHANGE

Fly Intel: Today's top analyst calls on Wall Street
Check out today's top analyst calls from around Wall Street, compiled by The Fly. CREDIT SUISSE INITIATES CASINO STOCKS: Credit Suisse analyst Cameron McKnight initiated Gaming and Leisure Properties (GLPI), VICI Properties (VICI), and PlayAGS (AGS) with an Outperform, Las Vegas Sands (LVS), Wynn Resorts (WYNN), MGM Growth (MGP), and International Game (IGT) with a Neutral, as well as Scientific Games (SGMS) with an Underperform. MORGAN STANLEY RAISES SALESFORCE PRICE TARGET TO $178 FROM $153: Morgan Stanley analyst Keith Weiss raised his price target for Salesforce (CRM) shares to $178 from $153 and maintained an Overweight rating. Weiss noted that unlocking data trapped in legacy systems via MuleSoft brings the company to the forefront of driving digital transformation for its customers and added that consensus expectations likely underestimate its growth potential as well as its improved track record in M&A. JEFFRIES SAYS "SIGNIFICANT SHAREHOLDER VALUE TO BE UNLOCKED" AT NIELSEN: Even following yesterday's 12% rally, there is "significant shareholder value to be unlocked" at Nielsen Holdings (NLSN), Jefferies analyst Surinder Thind told investors in a research note. Nielsen was also upgraded to Outperform from Neutral at Macquarie and to Equal Weight from Underweight at Barclays. Morgan Stanley analyst Toni Kaplan reiterated an Overweight rating and $26 price target on the stock. NOMURA RAISES PRICE TARGET AFTER SQUARE CASH APP SURPASSED PAYPAL'S VENMO IN JULY: Nomura Instinet analyst Dan Dolev raised his price target for Square (SQ) to $86 from $82 after his firm's July payments app tracker showed cumulative Square Cash App downloads surpassed PayPal's (PYPL) Venmo for the first time. SWITCH DOWNGRADED AT MULTIPLE FIRMS: Switch (SWCH) was downgraded to Market Perform from Outperform at Raymond James, to Neutral from Overweight at JPMorgan, and to Neutral from Buy at BTIG. Switch shares are down about 25% in morning trading.
08/13/18
FBCO
08/13/18
INITIATION
Target $72
FBCO
Neutral
Las Vegas Sands initiated with a Neutral at Credit Suisse
Credit Suisse analyst Cameron McKnight started Las Vegas Sands with a Neutral rating and $72 price target. The analyst believes the short to medium term outlook in Macau is "less certain" and views the current valuation as reasonable.
08/15/18
MSCO
08/15/18
NO CHANGE
MSCO
Morgan Stanley more bullish on Wynn Resorts after Vegas meetings
After holding meetings in Las Vegas, Morgan Stanley analyst Thomas Allen said he came away feeling that commentary mostly supports a "decent" Vegas market, which "should be enough" for MGM Resorts (MGM). The meetings also made him more bullish on Wynn Resorts (WYNN), as Allen believes weaker Macau growth and lost share should be transitory issues, he tells investors. Allen has Overweight ratings on Las Vegas Sands (LVS) and MGM and an Equal Weight rating on Wynn Resorts.
WB Weibo
$73.38

4.03 (5.81%)

05/25/18
JEFF
05/25/18
NO CHANGE
Target $160
JEFF
Buy
Weibo risk/reward attractive on recent pullback, says Jefferies
After meeting with management, Jefferies analyst Karen Chan views Weibo's risk/reward profile as attractive following the recent share pullback. Management sees upside in ad inventories and revenue growth supported by structural tailwinds, rising engagement and pricing, Chan tells investors in a research note. The analyst keeps a Buy rating on Weibo shares with a $160 price target.
06/14/18
BNPP
06/14/18
INITIATION
Target $110
BNPP
Hold
Weibo initiated with a Hold at BNP Paribas
BNP Paribas initiated Weibo with a Hold and $110 price target.
08/29/18
JPMS
08/29/18
INITIATION
Target $118
JPMS
Overweight
Weibo assumed with an Overweight at JPMorgan
JPMorgan analyst Binbin Ding assumed coverage of Weibo with an Overweight rating and $118 price target.
08/06/18
OTRG
08/06/18
INITIATION
OTRG
Positive
Weibo initiated with a Positive at OTR Global
OTR Global initiated Weibo with a Positive saying Q2 ad spending benefited from leading celebrity KOL and rich advertising inventory, with solid ROI and robust pricing trends.
NTES NetEase
$201.95

10.51 (5.49%)

08/20/18
NOMU
08/20/18
NO CHANGE
NOMU
Buy
China watchdogs said to likely restart game reviews soon, says Nomura Instinet
Nomura Instinet analyst Jialong Shi noted that over the weekend posts on Weibo said China's online game watchdogs will likely restart game reviews as early as September, adding that a few of his online gaming contacts have also heard lately from relevant watchdogs that the review of new games should restart soon. If game reviews do resume in September, Tencent's (TCEHY) PUBG Mobile and Fortnite are likely to receive licenses for monetization in Q4 at the earliest, said Shi, who believes Tencent and NetEase (NTES) would benefit from improved sentiment and outlooks if Chinese regulators restart reviews.
08/09/18
MACQ
08/09/18
DOWNGRADE
MACQ
Neutral
NetEase downgraded to Neutral from Outperform at Macquarie
08/09/18
MACQ
08/09/18
DOWNGRADE
Target $265
MACQ
NetEase downgraded to Neutral on weak game outlook at Macquarie
As previously reported, Macquarie analyst Marcus Yang downgraded NetEase to Neutral from Outperform as he believes the sequential decline in deferred revenue, which he calls a "significant negative surprise," points to a weak game outlook. He sees the positives in Q2 more as one-offs, while negatives, such as sustainably higher operating expenses and increased competition, are recurring. Yang lowered his price target on NetEase shares to $265 from $324.
08/30/18
LEHM
08/30/18
NO CHANGE
Target $260
LEHM
Equal Weight
NetEase price target lowered to $260 from $275 at Barclays
Barclays analyst Gregory Zhao lowered his price target for NetEase to $260 and maintains an Equal Weight rating on the shares following the company's Q2 results. Although the company's e-commerce, email and other services revenue "maintain rapid growth momentum," the stock price is still primarily driven by gaming business's outlook, Zhao tells investors in a research note. He believes the uncertainty of new game titles' approval due to government restructuring and the low visibility of blockbuster titles in the pipeline warrant a neutral stance on NetEase.
BACHY Bank of China
$0.00

(0.00%)

BABA Alibaba
$165.51

4.02 (2.49%)

09/12/18
MKMP
09/12/18
NO CHANGE
Target $270
MKMP
Buy
Alibaba price target lowered to $270 from $280 at MKM Partners
MKM Partners analyst Rob Sanderson lowered his price target on Alibaba to $270 ahead of its Analyst event next week, also lowering his expected FY19 EBITDA view to RMB121B from RMB131B. The analyst anticipates a 6.8% drag on commerce margin as the company prices in the impact of Ele.me investment while likely maintaining its guidance. Sanderson also expects the macro risks around China to "normalize" at higher levels, but keeps his Buy rating on Alibaba longer term to reflect expectations of China consumption doubling over the next 10 years to around $10T.
09/10/18
JEFF
09/10/18
NO CHANGE
Target $225
JEFF
Buy
Alibaba succession plan should reduce 'key man risk,' says Jefferies
Jefferies analyst Karen Chan believes the 12-month timeframe of Jack Ma's succession plan, and his retention of a permanent role in Alibaba Partnership, should enable a smooth transition with lower "key man risk" following next year's transition. Alibaba authorized a two-year $6B share repurchase program on May 18, 2017 and has not made any repurchase as of Sept 7, 2018, Chan tells investors in a research note. She points out that based on the last closing price of $162.37, the company may repurchase up to 37M shares until May 18, 2019. The analyst keeps a Buy rating on Alibaba with a $225 price target.
09/10/18
JPMS
09/10/18
NO CHANGE
JPMS
Overweight
Alibaba operations should not be impacted by Ma stepping down, says JPMorgan
JPMorgan analyst Alex Yao says that while shares of Alibaba are likely to move lower on last night's announcement, Jack Ma's stepping down from the chairman role should not have a significant impact on the company's daily operations and long term strategic planning. The analyst believes the near-term share price movement is highly dependent on Alibaba's fiscal 2019 core commerce and consolidated profit growth outlook during its upcoming investor day.
09/12/18
HSBC
09/12/18
INITIATION
HSBC
Buy
Alibaba initiated with a Buy at HSBC
HSBC analyst Binnie Wong initiated Alibaba with a Buy rating.
MUFG Mitsubishi UFJ
$6.05

0.055 (0.92%)

09/03/18
DAIW
09/03/18
UPGRADE
DAIW
Outperform
Mitsubishi UFJ upgraded to Outperform from Neutral at Daiwa
Daiwa analyst Akira Takai upgraded Mitsubishi UFJ Financial Group to Outperform with an increased price target of 780 yen.
07/09/18
KBWI
07/09/18
UPGRADE
KBWI
Outperform
Mitsubishi UFJ upgraded to Outperform from Market Perform at Keefe Bruyette
SSNLF Samsung
$0.00

(0.00%)

09/12/18
09/12/18
UPGRADE
Target $15

Buy
Immersion upgraded to Buy on potential Samsung deal at Craig-Hallum
As previously reported, Craig-Hallum analyst Anthony Stoss upgraded Immersion (IMMR) to Buy from Hold as he believes the stock is now back into favorable risk/reward waters. The analyst notes that the company's new interim CEO has a long history of working with Samsung (SSNLF) to get deals done, and expects he will be aggressive in negotiating with the latter and a deal getting done sooner rather than later. Stoss also raised his price target on Immersion shares to $15 from $14.
09/12/18
GSCO
09/12/18
DOWNGRADE
Target $180
GSCO
Neutral
Lam Research downgraded to Neutral from Buy at Goldman Sachs
Goldman Sachs analyst Toshiya Hari downgraded Lam Research (LRCX) to Neutral and lowered his price target for the shares to $180 from $224. The analyst also lowered his coverage view on the Semiconductor Capital Equipment space to Neutral from Attractive. Hari reduced his 2018/2019 memory capex expectations following "early signs of excess supply" in DRAM combined with further weakness in NAND pricing. The group, namely Applied Materials (AMAT), Lam Research and KLA-Tencor (KLAC), has underperformed the indexes year-to-date, but the stocks are still up 140% on average off the lows in September 2015 and have outperformed the broader market by 90% during this timeframe, Hari tells investors in a research note. While the analyst was initially hopeful that Samsung's (SSNLF) decision to push out DRAM spending was specific to the company and related to node transition issues as opposed to supply/demand issues, he now envisions a more "broad-based correction" in memory capex in 2019, as memory manufacturers digest excess capacity in NAND and to a lesser extent DRAM. Hari, however, continues to view Lam as one of the best managed companies in his coverage universe and a long-term share gainer. He just believes the stock is unlikely to outperform our broader coverage group amid negative estimate revisions.
09/07/18
BOFA
09/07/18
NO CHANGE
Target $100
BOFA
Buy
Micron still headed for record-high revenue and profit, says BofA/Merrill
BofA/Merrill analyst Simon Woo kept his Buy rating and $100 price target on Micron (MU), saying the fundamentals of the company's earnings remain solid, and the recent correction in the stock price is likely "sentiment related". The analyst notes that the company is still headed for "record-high revenue/profit", and the stalled rise in memory chip prices does not signal a market downturn. Woo further points to a "tight" supply/demand environment and does not agree with the bears' concerns around "abnormally high chip inventories among OEMs and internet companies". Instead, Woo states that his checks suggest that Samsung (SSNLF) is experiencing "limited chip production growth" while forecasting Toshiba (TOSBF) to reduce its potential CAPEX under the management control of Bain Capital.
09/07/18
RBCM
09/07/18
NO CHANGE
Target $77
RBCM
Outperform
Qualcomm price target raised to $77 from $73 at RBC Capita
RBC Capital analyst Amit Daryanani raised his price target on Qualcomm (QCOM) to $77 and kept his Outperform rating ahead of the expected ITC determination in its bid for limited exclusion order against Apple (AAPL) and its "importation of iPhone models that do not use Qualcomm baseband". The analyst notes that a settlement is a "high probability event" going into the 5G connectivity cycle, adding that the company has also been "actively" pursuing settlement of disputes with Samsung (SSNLF) and Huawei. Daryanani estimates FY19 earnings accretion of 75-90c from the potential settlement.
SKM SK Telecom
$27.22

0.415 (1.55%)

12/01/17
SBSH
12/01/17
UPGRADE
SBSH
Buy
SK Telecom upgraded to Buy from Neutral at Citi
Citi analyst Sean Lee upgraded SK Telecom to Buy saying the potential ownership restructuring could create value and that he likes the company's new strategy to focus on subscriber quality rather than market share.
01/11/18
MSCO
01/11/18
DOWNGRADE
MSCO
Equal Weight
SK Telecom downgraded to Equal Weight from Overweight at Morgan Stanley
01/24/18
LYON
01/24/18
DOWNGRADE
LYON
Underperform
SK Telecom downgraded to Underperform from Outperform at CLSA
02/23/18
MACQ
02/23/18
DOWNGRADE
MACQ
Neutral
SK Telecom downgraded to Neutral from Outperform at Macquarie
YY YY
$74.10

2.67 (3.74%)

06/13/18
NEED
06/13/18
INITIATION
Target $41
NEED
Buy
HUYA initiated with a Buy at Needham
Needham analyst Jinjin Qian initiated HUYA (HUYA) with a Buy rating and a price target of $41, citing the company's platform as a leader in live game streaming in China with 92.9M monthly active users. The analyst also points to "strong secular trends" in e-sports and live streaming, along with its close ties with YY (YY) and Tencent (TCEHY), supporting the company's position. Jinjin Qian calls HUYA a "solid" investment based on its "strong user metrics and scalable business model".
06/06/18
LYON
06/06/18
UPGRADE
LYON
Buy
YY upgraded to Buy from Outperform at CLSA
08/14/18
BNCH
08/14/18
NO CHANGE
Target $140
BNCH
Buy
YY price target lowered to $140 from $168 at Benchmark
Benchmark analyst Fawne Jiang maintained a Buy rating on YY (YY), but lowered her price target to $140 from $168 following the company's "solid" Q2 earnings report and Q3 revenue guidance that "slightly" trailed consensus estimates due to softness in YY Live. In a research note to investors, the analyst says that increased investments in Huya (HUYA), as well as a potential rise of content cost and S & M spending in YY Live, could weigh on margins in the coming quarters, and she views YY as a value play for longer-term oriented investors.
03/28/18
MSCO
03/28/18
INITIATION
Target $135
MSCO
Equal Weight
YY initiated with an Equal Weight at Morgan Stanley
Morgan Stanley analyst Alex Poon initiated YY with an Equal Weight rating and $135 price target, stating that he likes the company's leadership in terms of product innovation, quality of content and Huya, but is concerned about revenue growth deceleration for YY Live.
ZTCOY ZTE Corp.
$0.00

(0.00%)

08/16/18
RILY
08/16/18
NO CHANGE
Target $50
RILY
Buy
Fabrinet price target raised to $50 from $40 at B. Riley FBR
B. Riley FBR analyst Dave Kang maintained a Buy rating on Fabrinet (FN) and raised his price target for shares to $50 from $40 ahead of the company's Q4 earnings on August 20, which he expects will be above consensus, as the latest industry data indicates that optical demand continues to improve after a 2017 correction. Kang says he remains a buyer into the print, and that Fabrinet should get a boost with the ban on ZTE (ZTCOY) lifted.
08/31/18
ROTH
08/31/18
NO CHANGE
Target $7
ROTH
Buy
Roth Capital encouraged by good reviews for Pixelworks-powered Axon 9
Roth Capital analyst Suji Desilva said he was encouraged by positive reviews for ZTE's (ZTCOY) Axon 9 smartphone, which uses Pixelworks' (PXLW) Iris mobile processor. Of note, reviews have emphasized the high aspect ratio OLED display and viewing quality, affirming his constructive thesis on the value of Pixelworks' core video technology, Desilva tells investors. He raised his price target on Pixelworks shares to $7 from $6 and maintains a Buy rating on the stock.
08/23/18
PIPR
08/23/18
UPGRADE
Target $46
PIPR
Overweight
Acacia Communications upgraded to Overweight from Neutral at Piper Jaffray
Piper Jaffray analyst Troy Jensen upgraded Acacia Communications (ACIA) to Overweight and raised his price target for the shares to $46 from $38. Demand for optical is improving and Acacia is the best way to play the upcoming 400G cycle, Jensen tells investors in a research note. He believes the company's revenue growth will accelerate amid easy comps, improving demand from ZTE (ZTCOY), recent design wins and upcoming product cycles. Acacia can return to profitability levels seen before the China/ZTE slowdown, the analyst contends.
08/23/18
PIPR
08/23/18
UPGRADE
Target $26
PIPR
Overweight
Finisar upgraded to Overweight from Neutral at Piper Jaffray
Piper Jaffray analyst Troy Jensen upgraded Finisar (FNSR) to Overweight from Neutral and raised his price target for the shares to $26 from $18. The shares closed yesterday down 95c, of 5%, to $18.65. China demand is returning via Huawei and ZTE (ZTCOY), Finisar is facing easy comps following five quarters of depressed demand and the upcoming 400G cycle should provide a tailwind in 2019, Jensen tells investors in a research note. On top of improving optical industry dynamics, the analyst believes Finisar's new CEO will improve the cost structure and execution at the company and drive better profitability. Now is a "great time" to revisit owning the shares, Jensen contends. The analyst this morning also upgraded Acacia Communications (ACIA) to Overweight from Neutral.

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AZN

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    Sep

PYPL

PayPal

$90.76

0.17 (0.19%)

12:43
09/23/18
09/23
12:43
09/23/18
12:43
Periodicals
PayPal replaces executive in charge of Venmo, WSJ reports »

PayPal is replacing the…

03/08/13
Wedge Partners
03/08/13
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03/06/13
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03/06/13
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  • 26

    Nov

MDT

Medtronic

$97.85

0.38 (0.39%)

12:37
09/23/18
09/23
12:37
09/23/18
12:37
Hot Stocks
Medtronic presents IN.PACT global study three-year data »

Medtronic announced data…

03/08/13
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03/08/13
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03/06/13
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  • 09

    Oct

CMCSA

Comcast

$37.91

0.1 (0.26%)

, CMCSK

Comcast

$0.00

(0.00%)

12:29
09/23/18
09/23
12:29
09/23/18
12:29
Hot Stocks
Comcast prevails with highest offer price in auction for Sky »

Comcast (CMCSA) published…

CMCSA

Comcast

$37.91

0.1 (0.26%)

CMCSK

Comcast

$0.00

(0.00%)

SKYAY

Sky

$0.00

(0.00%)

03/08/13
Wedge Partners
03/08/13
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03/06/13
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03/06/13
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MDT

Medtronic

$97.85

0.38 (0.39%)

12:26
09/23/18
09/23
12:26
09/23/18
12:26
Hot Stocks
Clinical study shows safety, efficacy outcomes for Medtronic Resolute Onyx DES »

Investigators unveiled…

03/08/13
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  • 09

    Oct

BSX

Boston Scientific

$37.76

-0.07 (-0.19%)

12:20
09/23/18
09/23
12:20
09/23/18
12:20
Hot Stocks
Boston Scientific announced positive 12-month data from IMPERIAL trial »

Boston Scientific…

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  • 09

    Oct

NITE

Nightstar Therapeutics

$25.64

-1.71 (-6.25%)

12:16
09/23/18
09/23
12:16
09/23/18
12:16
Hot Stocks
Nightstar reports proof of concept data from dose escalation in XIRIUS trial »

Nightstar Therapeutics…

03/08/13
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  • 24

    Sep

AERI

Aerie Pharmaceuticals

$58.50

0.1 (0.17%)

, AGN

Allergan

$191.34

-1.11 (-0.58%)

04:55
09/23/18
09/23
04:55
09/23/18
04:55
Conference/Events
European Society of Retina Specialists to hold a conference »

18th Congress of EURETINA…

AERI

Aerie Pharmaceuticals

$58.50

0.1 (0.17%)

AGN

Allergan

$191.34

-1.11 (-0.58%)

ALIM

Alimera Sciences

$1.07

(0.00%)

BABY

Natus Medical

$34.45

-0.2 (-0.58%)

BHC

Bausch Health

$24.92

-0.07 (-0.28%)

BAYRY

Bayer

$0.00

(0.00%)

ELXMF

Ellex Medical Lasers

$0.00

(0.00%)

GKOS

Glaukos

$58.78

-1.69 (-2.79%)

IRIX

IRIDEX

$6.52

0.08 (1.24%)

JNJ

Johnson & Johnson

$142.85

0.85 (0.60%)

NITE

Nightstar Therapeutics

$25.64

-1.71 (-6.25%)

NVS

Novartis

$85.46

-0.505 (-0.59%)

OCUL

Ocular Therapeutix

$6.45

0.03 (0.47%)

RHHBY

Roche

$0.00

(0.00%)

SHPG

Shire

$178.32

-1.68 (-0.93%)

STAA

STAAR Surgical

$47.00

-0.9 (-1.88%)

TMDI

Titan Medical

$2.24

0.02 (0.90%)

TTNP

Titan Pharmaceuticals

$0.22

-0.2833 (-56.66%)

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
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  • 23

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    Nov

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    Nov

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    Dec

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    Dec

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    Feb

  • 25

    Feb

CMCSA

Comcast

$37.91

0.1 (0.26%)

, CMCSK

Comcast

$0.00

(0.00%)

14:32
09/22/18
09/22
14:32
09/22/18
14:32
Periodicals
Comcast outbids Fox in battle for Sky, Reuters reports »

Comcast (CMCSA; CMCSK)…

CMCSA

Comcast

$37.91

0.1 (0.26%)

CMCSK

Comcast

$0.00

(0.00%)

FOX

21st Century Fox

$43.97

-0.23 (-0.52%)

FOXA

21st Century Fox

$44.33

-0.26 (-0.58%)

SKYAY

Sky

$0.00

(0.00%)

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
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BOKF

BOK Financial

$104.69

-0.08 (-0.08%)

, COBZ

CoBiz Financial

$23.44

0.01 (0.04%)

13:36
09/22/18
09/22
13:36
09/22/18
13:36
Conference/Events
CoBiz Financial to host special shareholder meeting »

Special Shareholder…

BOKF

BOK Financial

$104.69

-0.08 (-0.08%)

COBZ

CoBiz Financial

$23.44

0.01 (0.04%)

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
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03/06/13
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  • 24

    Sep

  • 27

    Sep

AMRH

AMERI Holdings

$1.44

-0.04 (-2.70%)

13:30
09/22/18
09/22
13:30
09/22/18
13:30
Conference/Events
AMERI Holdings to host special shareholder meeting »

Special Shareholder…

03/08/13
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03/08/13
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03/06/13
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  • 27

    Sep

BRK.A

Berkshire Hathaway

$331,710.00

-1090 (-0.33%)

13:26
09/22/18
09/22
13:26
09/22/18
13:26
Periodicals
Berkshire Hathaway still looks underpriced, Barron's says »

Class A shares of…

03/08/13
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BLGO

BioLargo

$0.00

(0.00%)

13:11
09/22/18
09/22
13:11
09/22/18
13:11
Conference/Events
BioLargo to host special shareholder meeting »

Special Shareholder…

03/08/13
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03/08/13
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03/06/13
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03/06/13
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CZWI

Citizens Community Bancorp

$14.13

0.03 (0.21%)

12:56
09/22/18
09/22
12:56
09/22/18
12:56
Conference/Events
Citizens Community Bancorp to host special shareholder meeting »

Special Shareholder…

03/08/13
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03/08/13
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03/06/13
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03/06/13
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SF

Stifel Financial

$54.86

-0.78 (-1.40%)

12:50
09/22/18
09/22
12:50
09/22/18
12:50
Conference/Events
Stifel Financial to host special shareholder meeting »

Special Shareholder…

03/08/13
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03/08/13
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03/06/13
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03/06/13
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PBCT

People's United

$17.94

-0.055 (-0.31%)

, FBNK

First Connecticut

$30.95

0.1 (0.32%)

12:47
09/22/18
09/22
12:47
09/22/18
12:47
Conference/Events
First Connecticut to host special shareholder meeting »

Special shareholder…

PBCT

People's United

$17.94

-0.055 (-0.31%)

FBNK

First Connecticut

$30.95

0.1 (0.32%)

03/08/13
Wedge Partners
03/08/13
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03/06/13
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03/06/13
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  • 25

    Sep

  • 18

    Oct

ASPS

Altisource

$34.10

-0.09 (-0.26%)

12:44
09/22/18
09/22
12:44
09/22/18
12:44
Conference/Events
Altisource to host special shareholder meeting »

Special Shareholder…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
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AAPL

Apple

$217.65

-2.35 (-1.07%)

, CSCO

Cisco

$48.51

0.77 (1.61%)

12:36
09/22/18
09/22
12:36
09/22/18
12:36
Periodicals
Apple, Microsoft among stocks with solid dividends, Barron's says »

Technology stocks are not…

AAPL

Apple

$217.65

-2.35 (-1.07%)

CSCO

Cisco

$48.51

0.77 (1.61%)

IBM

IBM

$151.29

0.12 (0.08%)

MSFT

Microsoft

$114.70

1.13 (0.99%)

ORCL

Oracle

$51.08

0.65 (1.29%)

03/08/13
Wedge Partners
03/08/13
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03/06/13
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03/06/13
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  • 25

    Sep

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    Sep

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    Sep

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    Sep

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    Sep

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    Sep

  • 03

    Oct

  • 04

    Oct

  • 05

    Oct

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    Oct

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    Oct

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    Oct

  • 22

    Oct

  • 24

    Oct

  • 25

    Oct

  • 28

    Oct

  • 28

    Nov

  • 03

    Mar

CAT

Caterpillar

$156.39

0.38 (0.24%)

, AMAT

Applied Materials

$39.62

0.22 (0.56%)

12:28
09/22/18
09/22
12:28
09/22/18
12:28
Periodicals
Caterpillar, KeyCorp among stocks to buy as bond yields rise, Barron's says »

As the economy improves,…

CAT

Caterpillar

$156.39

0.38 (0.24%)

AMAT

Applied Materials

$39.62

0.22 (0.56%)

BWA

BorgWarner

$45.24

-0.53 (-1.16%)

KEY

KeyCorp

$20.78

0.02 (0.10%)

PH

Parker-Hannifin

$190.52

0.01 (0.01%)

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

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  • 29

    Sep

  • 18

    Oct

  • 25

    Oct

  • 30

    Oct

BSX

Boston Scientific

$37.76

-0.07 (-0.19%)

, ISRG

Intuitive Surgical

$556.70

-4.43 (-0.79%)

10:34
09/22/18
09/22
10:34
09/22/18
10:34
Periodicals
'Good time' to think about device markers, Barron's says »

Medical technology stocks…

BSX

Boston Scientific

$37.76

-0.07 (-0.19%)

ISRG

Intuitive Surgical

$556.70

-4.43 (-0.79%)

03/08/13
Wedge Partners
03/08/13
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03/06/13
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03/06/13
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  • 09

    Oct

TLRY

Tilray

$123.16

-53.365 (-30.23%)

10:20
09/22/18
09/22
10:20
09/22/18
10:20
Periodicals
Marijuana stocks 'the new Bitcoin,' Barron's says »

Led by Tilray, the…

03/08/13
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03/08/13
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03/06/13
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03/06/13
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AAPL

Apple

$217.65

-2.35 (-1.07%)

, WMT

Walmart

$95.85

0.1 (0.10%)

09:05
09/22/18
09/22
09:05
09/22/18
09:05
Hot Stocks
Week in review: How Trump's policies moved stocks »

Catch up on the top…

AAPL

Apple

$217.65

-2.35 (-1.07%)

WMT

Walmart

$95.85

0.1 (0.10%)

DE

Deere

$152.82

-1.24 (-0.80%)

AGCO

Agco

$60.24

-0.9 (-1.47%)

ADM

Archer Daniels

$50.33

(0.00%)

MOS

Mosaic

$32.33

0.02 (0.06%)

CF

CF Industries

$52.82

-0.48 (-0.90%)

SPWR

SunPower

$7.88

-0.18 (-2.23%)

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
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  • 26

    Sep

  • 28

    Oct

  • 06

    Nov

  • 13

    Nov

  • 15

    Nov

  • 03

    Mar

AERI

Aerie Pharmaceuticals

$58.50

0.1 (0.17%)

, AGN

Allergan

$191.34

-1.11 (-0.58%)

04:55
09/22/18
09/22
04:55
09/22/18
04:55
Conference/Events
European Society of Retina Specialists to hold a conference »

18th Congress of EURETINA…

AERI

Aerie Pharmaceuticals

$58.50

0.1 (0.17%)

AGN

Allergan

$191.34

-1.11 (-0.58%)

ALIM

Alimera Sciences

$1.07

(0.00%)

BABY

Natus Medical

$34.45

-0.2 (-0.58%)

BHC

Bausch Health

$24.92

-0.07 (-0.28%)

BAYRY

Bayer

$0.00

(0.00%)

ELXMF

Ellex Medical Lasers

$0.00

(0.00%)

GKOS

Glaukos

$58.78

-1.69 (-2.79%)

IRIX

IRIDEX

$6.52

0.08 (1.24%)

JNJ

Johnson & Johnson

$142.85

0.85 (0.60%)

NITE

Nightstar Therapeutics

$25.64

-1.71 (-6.25%)

NVS

Novartis

$85.46

-0.505 (-0.59%)

OCUL

Ocular Therapeutix

$6.45

0.03 (0.47%)

RHHBY

Roche

$0.00

(0.00%)

SHPG

Shire

$178.32

-1.68 (-0.93%)

STAA

STAAR Surgical

$47.00

-0.9 (-1.88%)

TMDI

Titan Medical

$2.24

0.02 (0.90%)

TTNP

Titan Pharmaceuticals

$0.22

-0.2833 (-56.66%)

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

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  • 23

    Sep

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    Sep

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    Sep

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    Sep

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    Oct

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    Oct

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    Oct

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    Dec

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